Approval needed processes allow you to set approval rules for certain travelers and decide when approval is required.
You can also decide to send notifications to a reviewer. This is only available for approval processes with at least one approval rule. For instructions, see the Send notifications to a reviewer section of this article.
For information about other types of approval processes, see Set up an approval process and Understanding approval processes.
Set up an approval needed process
To set up an approval needed process, follow these steps:
- Go to Account settings
- Under Travel management, select Approval processes
- Click New approval process
-
Give the approval process a name and select who the process is for
- Under Is approval needed when booking?, select Yes
-
Under Who should approve their trips?, click select approver and type or select the approver
- Click select setting and choose which types of bookings require approval. In-policy and out-of-policy rules depend on your travel policies.
- If you want to request approval for specific cost centers, click + when and select the cost center
-
Under Approvals for changes to booked trips, select one of the options or set up your own rules and click Create approval process
Send notifications to a reviewer
If you have at least one approval rule in an approval needed process, you can send notifications to a reviewer. They can't approve or decline trips, but they'll receive an email with information about the trip.
To send notifications to a reviewer, follow these steps:
- Step up an approval process with at least one approval rule
- Under Who should approve their trips, click Add approval rule
- On the second approval rule, click Request approval and then select Send notification
- Click select person and type or select the reviewer
- Click select setting and choose which types of bookings you want notifications sent for. In-policy and out-of-policy rules depend on your travel policies.
- If you want notifications to be sent only for specific cost centers, click + when and select the cost center
-
Under Approvals for changes to booked trips, select one of the options or set up your own rules and click Create approval process